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Re: Bug with 1099-R for rollover of after tax contribution to Roth and gain to IRA

7 Replies 3217 Views

7 Replies

1 Kudos

Re: Can't enter Social Security Income Form SSA-1099

2 Replies 796 Views

2 Replies

1 Kudos

Re: lump sum social security payment

0 Replies 306 Views

0 Replies

1 Kudos

Re: Recharacterize Tax for 2025 and 2026 in 3/2026 into Rollover IRA with Pretax Money - Can I do Backdoor Roth Conversion without pro-rata rule?

4 Replies 2736 Views

4 Replies

1 Kudos

Re: Why am I paying taxes on all of my social security when I didn’t in the past. Only other income I have is from my pension.

0 Replies 248 Views

0 Replies

1 Kudos

Re: How do I unlink the Line D link field in Form 1099-Q from a Qualified Education Expenses Worksheet? The "Review" keeps flagging this as an error. Thanks.

0 Replies 723 Views

0 Replies

1 Kudos

Re: Taxable portion of nonqualified annuity

0 Replies 845 Views

0 Replies

1 Kudos

Re: is there a penalty for over contribution to Roth IRA in 2024 but removed before filing taxes?...

1 Reply 2226 Views

1 Reply

1 Kudos

Re: All investments on my form 1099-B are listed as mandatory mergers. Is that still considered b...

1 Reply 187 Views

1 Reply

1 Kudos

Re: Help with Roth ira excess contribution and early return taxed.

7 Replies 1657 Views

7 Replies

1 Kudos

Re: roth excess contribution 2025 -- removed but how to report in 2025 return

7 Replies 3557 Views

7 Replies

1 Kudos

Re: Is there a way to add the 1099-R amount from my 1099-R document from a firm not listed in fin...

0 Replies 471 Views

0 Replies

1 Kudos

Re: It appears there is a bug in the software around form 1099-Q. The Box 2 + Box 3 amts = Box 1 ...

1 Reply 314 Views

1 Reply

1 Kudos

Re: Making a Roth IRA Contribution with Fellowship Stipend income

1 Reply 1709 Views

1 Reply

1 Kudos

Re: Turbotax desktop telling me some of my 529 distribution is excess. All distributions should b...

0 Replies 558 Views

0 Replies

1 Kudos

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Re: Bug with 1099-R for rollover of after tax contribution to Roth and gain to IRA

Re: Can't enter Social Security Income Form SSA-1099

Re: lump sum social security payment

Re: Recharacterize Tax for 2025 and 2026 in 3/2026 into Rollover IRA with Pretax Money - Can I do Backdoor Roth Conversion without pro-rata rule?

Re: Why am I paying taxes on all of my social security when I didn’t in the past. Only other income I have is from my pension.

Re: How do I unlink the Line D link field in Form 1099-Q from a Qualified Education Expenses Worksheet? The "Review" keeps flagging this as an error. Thanks.

Re: Taxable portion of nonqualified annuity

Re: is there a penalty for over contribution to Roth IRA in 2024 but removed before filing taxes?...

Re: All investments on my form 1099-B are listed as mandatory mergers. Is that still considered b...

Re: Help with Roth ira excess contribution and early return taxed.

Re: roth excess contribution 2025 -- removed but how to report in 2025 return

Re: Is there a way to add the 1099-R amount from my 1099-R document from a firm not listed in fin...

Re: It appears there is a bug in the software around form 1099-Q. The Box 2 + Box 3 amts = Box 1 ...

Re: Making a Roth IRA Contribution with Fellowship Stipend income

Re: Turbotax desktop telling me some of my 529 distribution is excess. All distributions should b...

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